Gary Vee Says the Smartest Investors Are Going Analog

This is our full interview with Gary Vaynerchuk, recorded live on TBPN. We discuss his belief that the explosion of AI and zero-cost digital distribution is creating unprecedented competition online, why that shift is driving a massive resurgence in analog businesses like restaurants, retail, and live experiences, his new MasterClass partnership, and how entrepreneurs can win by playing both sides of the barbell, leveraging AI for scale while building real-world, experiential businesses that consumers are increasingly craving. Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:00John Coogan?

  Gary Vaynerchuk from VaynerMedia. Gary, how are you doing?

• 0:03Jordi Hays?

  Gary, do you know about Wombos?

• 0:06Speaker 02

  I do not, my friend.

• 0:07John Coogan?

  You gotta learn about Wombos.

• 0:08Jordi Hays?

  You gotta learn about Wombos. They are the next meta. They are the next meta. If you're not doing Wombos in 2026, you're getting left behind.

• 0:15John Coogan?

  So, Wombos are word combos. So, the example would be a queesh is quirky and niche. You put it together and that's queesh. Or Lorraine. Lore plus explain.

• 0:28Speaker 02

  Queesh is a, that's a, that was a risky start for the first word.

• 0:31Jordi Hays?

  Yeah, that's a risky one. Lorraine is a better, Lorraine is a better one. Give me, if I say Lorraine.

• 0:37Speaker 02

  First, first and foremost, congratulations.

• 0:41John Coogan?

  Thank you.

• 0:41Jordi Hays?

  Thank you.

• 0:42Speaker 02

  That really made me happy.

• 0:43John Coogan?

  Thank you.

• 0:45Jordi Hays?

  Uh, I remember, I remember our very first call. I think it was in Q1 of 2025. So, we were just maybe like a little, a little, just a few months into the show and you, even at that point, we were very, very, very small. I think we had maybe just gone live a few times and you told us, you guys, you, you said, "Go harder." We were already going pretty hard, but you said, "Go harder." And, uh, we certainly did, so.

• 1:10John Coogan?

  And go multi-platform. That was really huge, too. You, you, you were, you were very early in like, "Why don't you have a newsletter right now? Why aren't you on YouTube in multiple ways? Why aren't you on Instagram yet?" And so, we did the uncomfortable thing of posting pretty subpar content for a while, but it started the compounding very, very early and now stuff's really pretty much better.

• 1:30Speaker 02

  Everything starts, starts subpar, right? Like when you start working out or when you start singing or like, you know, like, I, for everybody who's watching right now, every business, every personal brand, every B2B, every B2C, the, to, to not take advantage of the attention media landscape that's in place right now. Um, it, it's really incomprehensible to me. There's never been a time in the history of humanity or business where the cost of distribution is zero for the distribution. It's, there's costs in the content. And then when you do it, but the upside is so extraordinary against the investment. And when you frame it up properly, multi-channel, multi-format,

• 2:16Speaker 02

  the, uh, the business outcomes can be extraordinary and, um, I'm happy to see you guys get one.

• 2:21John Coogan?

  Yeah.

• 2:22Jordi Hays?

  Thank you. Are you, is it, is it, is it funny that, uh, is it funny to you that, that it feels like? It feels like in some ways, we're like a decade into live streaming and yet.

• 2:34John Coogan?

  Two decades by some measures.

• 2:35Jordi Hays?

  Well, yeah, two decades by some measures, but like Twitch has been big for a long time. There's been so much attention there.

• 2:41Speaker 02

  I mean, I wrote, I wrote this book in 2008. It came out in 09, crush it. In the back of the book, I talk about Ustream and live streaming. Yeah, I mean, you know, it ebbs and flows. And to your point, like, I mean, I can't even comprehend the economic impact live social shopping is going to do over the next 10 years for humans and consumer businesses. Yeah, it's all the same stuff, brother. It's always been around forever and it's always the beginning, right? Like, it's just kind of the way consumer behavior and human behavior works. Yeah, it does, it does surprise me how many more people have not replicated the very, you know, basic strategic framework that you guys executed in this genre.

• 3:21Jordi Hays?

  Well, the, well, the interesting, the interesting thing is we, there's, there's easily been a hundred, a hundred shows that have like taken some level of inspiration from what we're doing. It's still very, very hard. It's still very, very hard to break through, right? There's, it's not just, it's not just the overlay and the format, but I have been surprised, I, I've been very confident. I've said this on podcasts for, you know, we've talked about this going back probably six, six to eight months ago. You should take this format of a live stream and you just add a extra level of production beyond. You just have a laptop there and you're hanging out and you apply that. The example we'd always talk about is like cooking where all you need is like a cool kitchen. You're, that's your set.

• 4:06Jordi Hays?

  You have a couple of cameras, so you have different angles and then you just say, hey, every day at 3pm, I'm going to cook dinner. This is what I'm going to cook. Here's the schedule. You can make dinner with me. And I think that that's like an entire niche that you could build around. You could integrate guests into something like that too. So you have different, you know, content creators coming through every day. And then I think you can apply that to a bunch of other things. Sports has honestly been the most advanced in terms of live streaming. So credit, credit to them.

• 4:36Speaker 02

  Yeah, I mean, it's, it's, it's there for the taking. A lot of things are there for the taking.

• 4:41Jordi Hays?

  Yeah. Uh, how are you thinking about uh how branding and marketing will evolve? I had this interesting moment this week with the uh GPT Images two launch where suddenly any brand like basically fully democratized high-quality product photography. Now, there's still categories where like I don't want you to AI generate the the product photography. Like even apparel is actually interesting where like fit matters a lot. And so if you generate a bunch of AI images of your shirt and then I buy it and it doesn't fit well, like I'm not going to be happy about it, but for a bunch of categories, it's cool. And I always kind of have this like kind of strange moment where uh it used to be you could identify

• 5:24Jordi Hays?

  an entrepreneur's ability by their product photography in some way. Cause even if somebody is like bootstrapped and scrappy, like they would find that friend and say like, hey, do me a favor, help me get some great images. And you could kind of categorize like a company that you're seeing online like, okay, could this person figure out how to get great product photography or not? But now the bar is just so much lower, you're you're like a couple prompts away from it. And so it feels like it's going to be harder than ever to stand out online.

• 5:53Speaker 02

  Well, I mean, there's a lot there. I mean, it's oh, we just got done talking about how hard it is to stand out online. Right? Like, like the the cost of entry is zero. But, you know, this is a competition, like, you know, everyone's trying. And so everyone will make content, video, picture, audio, at a level that is incomprehensible to all of us that were born prior to five minutes ago. And this will be another transition. I think, you know, there's, there's always going to be um a timing game to this, right? So right now, you know, like

• 6:36Speaker 02

  This open claw, you know, allows me to do things that a lot of people aren't thinking about right now and me knowing that and me playing with that. And then even more interestingly, how creative or strategic am I with the Agentic agents and what are they doing for me? And how do I understand blah, blah, blah, blah, blah. So I think it's kind of always going to be the same thing. Like whether it was electricity and some people put electricity in your home and other people were scared to because there was demons in it, or you know, the car, or the, you know, the typewriter is one that I've like been fascinated by the competitive advantages of the companies that actually brought typewriters in versus, you know, putting penmanship on a pedestal, you know, like and computers and the internet

• 7:19Speaker 02

  and mobile devices and open source versus closed source and social media, now AI, you know, look, this AI thing is no joke. We all know that. It's big stakes. There's a lot to it. But, you know, I still think whatever that human was to being scrappy and find their friend for the photography, you know, that scrappiness is going to be deployed into something else, right?

• 7:44Jordi Hays?

  Totally.

• 7:44Speaker 02

  And so I also think, right? And I also think that we're about to see the explosion of analog, right? Like, I think this barbell that I keep thinking

• 7:52Jordi Hays?

  Totally. I I've been thinking like, okay, you want to start an apparel brand? You want to go on Instagram or TikTok and duke it out with like 10,000 other brands? Or why don't you like find somebody that has a retail store that they can't rent out and like do a deal with them and just try to get big in your hometown again, you know?

• 8:09Speaker 02

  And and my argument would be would be and.

• 8:13Jordi Hays?

  Yeah.

• 8:13Speaker 02

  Right? Like, to me, this bar, like, I just, extreme AI, I think, is creating extreme analog. I really do think it's a barbell. I think in the next 10 years, obviously, it's 2036, but I feel like it's going to feel like 2050, which actually is bringing the rise of 1950. I couldn't be more impressed with what Ari Emanuel and others are doing that are investing in all these analog businesses. I I could not be more interested in physical retail, in event-driven businesses, in concerts and venues. And I I think the the rise of analog, I have a restaurant business. Uh, part of a restaurant group. I keep pushing my partners who are really operating. Let's open a restaurant that makes people check in their phone as soon as they walk in.

• 8:58Speaker 02

  Let's put people in group tables. Like I, you know, you see what's happening with flip phones.

• 9:03John Coogan?

  Yeah.

• 9:04Speaker 02

  Gen Alpha buying them. We see vinyl sales. Uh, you know, I've been very at the forefront of collectibles. I felt collectibles was something tangible and was a gateway drug to community. If you've never been to the San Diego Comic Con or the Sports Card National or Fanatics Fest. So I think there's a lot of interesting non-digital realities that are coming as a counter move to the insanity of AI advancements. We're literally within a half decade not believing a single video. Not a single fucking video that's on the internet. Like in five years, if we're having this video, this interview right now.

• 9:38John Coogan?

  Yeah.

• 9:39Speaker 02

  Most of the audience is trying to figure out if we're real or not. That is, that is very real and has real substantial counter opportunities. So, you know, the photographer who's sad when they hear that, I'm like, no, no, no, you might actually crush in a different way. And so I'm curious to see what the counter uh scaled moves are going to be of the next decade. And I think for any real entrepreneur, they're not crying about AI killing them. They're curious about what AI at scale is going to create opportunity for them.

• 10:14John Coogan?

  Okay.

• 10:14Jordi Hays?

  Totally.

• 10:15John Coogan?

  All right. Let's go deeper on analog. I want your reaction to this headline that for the first time this century, vinyl music sales eclipsed $1 billion in a calendar year. Sales of vinyl records are up something like 10% in 2025.

• 10:33Jordi Hays?

  Yeah, they're effectively like 10% of like global streaming revenue is just vinyl still.

• 10:38John Coogan?

  It's bigger than CDs. It's making a bigger comeback than other formats. Uh, what, what is your, what is your reaction? Is it people looking for wall decorations? Are they actually listening to the vinyl? Do you have any idea of like what we should read into that idea of this nostalgic format coming back?

• 10:55Speaker 02

  Are you, I mean, do you see my shelves here? Like only thing I've been thinking about for the last seven, eight years, or not only, but like very hot on this. Yeah. I mean, the answer is yes to both. Some of it's happening with decorative. A lot of it's happening with collectibles. Even more is happening with subconscious counter push to extreme digitalization.

• 11:17John Coogan?

  Sure.

• 11:18Speaker 02

  There are people, this is, by the way, one of the reasons we're not going to see unlimited television commercials and social media content that just pure AI from the biggest companies in the world. Is every time they try to go there, you probably have touched on your show McDonald's, others. They get such backlash because the whole world is so scared that AI is going to take their job, that the consumer is pushing against it. And then that's one part. And then the second part is, yeah, people are starting to do counter behavior consciously and unconsciously and and then there's just swings of swings of trends like, you know, like music sounds great in a great record player and like people go, oh, this is kind of cool too.

• 11:57Speaker 02

  And like, it becomes behavioral. It, it, you know, it starts in the same stuff. You know this. It's like the Brooklyn extremists are like, let's go, you know, hippie cool culture. And they get their little thing in a little sub pocket. It bleeds out a little bit. Then the Manhattanites feel like they're not cool anymore. So they do it to keep up with the Brooklynites. And then we have that version everywhere in California, Texas and Florida and everywhere in the world. And so it's just, it's normal consumer behavior, but it is clearly a counterpoint to extreme in-feed, in-digital consumption. And I think that's great. It speaks to the thing I most believe in, which is humans correct themselves

• 12:35Speaker 02

  at a level that we are unbelievably underestimating. The sheer adaptability of the human race is extraordinary.

• 12:44Jordi Hays?

  Give it up for us.

• 12:46John Coogan?

  Sports.

• 12:47Jordi Hays?

  Well, well said.

• 12:48John Coogan?

  I want to talk about sports.

• 12:49Jordi Hays?

  Yeah, I mean, sports are a good example. We were talking earlier, a friend of the show, Josh Kushner, is looking to acquire a stake in the Giants and out of his new eternal fund, which is basically will seemingly be a collection of like, you know, evergreen bets that aren't, that can't be disrupted by AI because I don't want to watch an AI simulation of the Giants. The Sphere is another good example.

• 13:12John Coogan?

  Crazy. Everyone was thinking that that was not going to go well. They were worried about the debt and the stock is up like 3X. It's done very well. How are you thinking about both opportunities in new physical locations like the Sphere? And then also in the, the, the more legacy brands like the San Francisco Giants, the New York Mets, the different sports franchises out there?

• 13:36Speaker 02

  Yes.

• 13:43Speaker 02

  You know, it's really interesting to tie a couple of things together. This distribution channel that you and I are on right now, right? The fact that people are watching. Yeah. In a way that 40 years ago, somebody would have had to say, "You guys are good faces and you look good and you're charismatic and you might get a shot on this distribution." This decentralization of distribution, along with this analog and not disrupted by AI thing, is why six or seven years ago, I started investing very heavily in alternative sports. So I made a big bet on pickleball that I think is going to work out quite well. Yeah. You know, unrivaled the three-on-three basketball league, AJ and I, my brother, early investors in that.

• 14:25Speaker 02

  The wiffleball league, the sailing league, slam ball. So I've been very aggressive on alternative sport investing. Padell. Yeah. So I'm very bullish on it. I think Josh obviously plays at a very heavy economic level with his funds and that nature. And everyone like him and others, especially him, I have so much pride in his building because he's done such a great job. And New York City basement, we were always like, "MBS, the best F." So it's been great to see him thrive, shine. I think all, anyone who does not realize how substantial the analog opportunities are is really missing the plot of what's happening. And so it gets exciting. It's exciting to think that you can invest in both something

• 15:08Speaker 02

  that could get as big as, you know, anthropic in an extreme digital world, but also, forget about the obvious ones like the Giants or the Sphere. I'm talking about people rolling up 900 local restaurants and building up a huge, like, it compounds 2X what anyone in PE would have thought because people want to go physically out and eat instead of just do seamless. You know, somebody buying up shopping malls, not to make them data centers, but because they think they can make a half-experiential, half-old mall shopping environment that people are going to be yearning for. Here's a left-field one, like the drive-in movie theater, right? The stuff that dominated the 50s and 60s.

• 15:51Speaker 02

  When I say that out loud of like, do you think a modern drive-in movie theater, which has done really well and executed super well, do you think that a lot of people would be about that life? I think we can all agree that yes.

• 16:03John Coogan?

  100%, yeah.

• 16:05Speaker 02

  And then what happens to the person that does 39 of those and has a real business and flips it? So I, I think it's a really cool time for a lot of us that are watch this show. We're like, oh crap, we can play on either side of extreme digitalization or analog, be creative.

• 16:22Jordi Hays?

  Well, yeah, the, the beauty, you know, give, uh, the example of somebody making like a, a modern chain of drive-in movie theaters. It's like you get all the benefits of AI still. You get to, you get to use it for, to instantly respond to any customer message and help solve problems.

• 16:39Speaker 02

  What about, what about this? Now we're nerding out. What if you have 40 of them and now this is seven years from now and you start showing your own films that you make in AI and build your own IP through your own analog distribution?

• 16:52John Coogan?

  Yeah. Oh, that's interesting.

• 16:54Jordi Hays?

  I could see, I could see doing that for kids, you know, like maybe slightly lower bar, but you create your own kind of kids, kids content.

• 17:02Speaker 02

  That's again, a lot of things I do get more obvious later. I got made fun of writing that book. Anyone can be a personal brand on Twitter. Now it doesn't look so funny. I mean,

• 17:13Jordi Hays?

  Who's laughing now? Who's laughing now?

• 17:16Speaker 02

  Well, when I started building V friends and like building this Pokemon Sesame Street thing. Yes, there was a lot of blockchain in it, but it was a lot of my smartest friends in Silicon Valley five years ago. Like this AI thing is percolating. You know, it was a little more slang for machine learning and then it obviously got accelerated real quick. But like, yeah, I believe in a lot of this stuff.

• 17:35John Coogan?

  Well, speaking of people that are watching the show, there is an army of people named Ryan in the chat and they want to be acknowledged by us. So I'll ask you a question about a Ryan from your life. Can you tell me something you learned from Ryan Serhant or Ryan Holiday or maybe Ryan Harwood? Do any of these names conjure any interesting stories or life lessons?

• 17:58Speaker 02

  Yeah, the Ryan mafia is good. I mean, Ryan Harwood, I've learned nothing from, zero, absolutely nothing. I just put that on the desk.

• 18:06Speaker 02

  You know, Ryan Holiday was definitely the individual that I was like finally put a word to kind of how I was living my life, right? My mother's my hero. She taught me just how to be a really happy human. You know, I thought it was immigrant and I thought it was simplicity and I thought it was, you know, love and health over everything and truly, truly not just cliché bullshit, but live your life that way, even if you're an entrepreneur and a capitalist and want to compete. But when Ryan Holiday started talking about being a stoic and stoicism, I was like, oh, like, you know, like, I was like, oh shit, that sounds like, oh, that, that, that's interesting. And so I think that that's one for him. Sirhan, you know,

• 18:50Speaker 02

  is a fun one for me because a lot, you know, he's obviously playing at such a big personal brand level now. And he had that TV show on Bravo and then he was off the air. You know, his curiosity and humility was amazing. Like, he was always around our ecosystem and he really learned to play the playbook. I've lived, you've lived, he's lived so much of, you know, now he's back on Netflix, but he had a really great era in between his television moments of really winning on social and going all in. And I'm really proud of him. And Harwood is a, is just a dear actual friend. He's family, not his friend. And so I, he's taught me that.

• 19:27Jordi Hays?

  I'm glad you circled back because I was like, damn, he's taking shots.

• 19:32Speaker 02

  You know, and, you know, he's a Long Island boy, I'm a Jersey boy. I think anyone from our part of the world knows, like, taking shots to your brothers is like the ultimate form of I love you more than anything. I think literally from, from 1985 to 2000, 98% of the words out of my best friend's mouths was highly disrespectful in my direction.

• 19:56Jordi Hays?

  Of course, that's the best. That's the only way to do it.

• 20:01John Coogan?

  Ryan Holiday wrote, "Trust Me, I'm Lying: Confessions of a Media Manipulator at 25." Should more young people write books? I talk to some brilliant young people every day on the show. A lot of them fantasize about writing a book, but it always feels like it's something that needs to come with wisdom, and needs to come with being 40, 50, 60.

• 20:21Jordi Hays?

  Yeah, do you get a lot of wisdom? But part of it's like you're generating wisdom through writing and thinking deeply. Do you feel like...

• 20:28Speaker 02

  I think of it this way, man. I think it is, it's weirdly back to my barbell. I think people that have something to say will probably be best at the barbell. You know, meaning it's kind of like someone's first album. You had your whole life to write it. Right?

• 20:43Jordi Hays?

  Yeah, yeah.

• 20:44Speaker 02

  And then, so I don't know. For me, speaking for myself, like again, back to the books. Like, when I look back at that, I'm like, how, like, and I'm pretty like, I don't feel good about myself. Me and me have a good relationship with each other. But even I, like, I look at it and I'm like, how the hell did you write that in 2008? And then, and then to your point, I think my next best piece of work will be when I'm wrapping it up and I can synthesize all the good stuff. So I would wildly encourage, especially the kind of characters you guys hang out with, they have a lot to say. Because much like I had in my youth, I saw things others couldn't see because I wasn't playing by yesterday's rules. I always say, "Fresh eyes are dangerous eyes."

• 21:27Speaker 02

  You know nothing, it makes you dangerous, you can really innovate. And then I think those people that, you know, have sustained careers and can have years of wisdom and chapters have a lot to say that can really wrap up and bring value. So I think most people, if they're going to be in that game, are probably going to write their best book first and last.

• 21:49Jordi Hays?

  Uh, you partnered up with Masterclass.

• 21:53Speaker 02

  Yeah.

• 21:53John Coogan?

  Tell us about it.

• 21:54Jordi Hays?

  Tell us about it.

• 21:55Speaker 02

  You know, I...

• 21:58Speaker 02

  Fifteen years ago, anything that looked like MasterClass, like selling stuff, was really scammy. Like, I grew up in the Web 1.0 era. And like, I stayed away from a lot of subscription, Patreon, OnlyFans, MasterClass. Like, selling information was really dirty in 97, 98. Hundred fifty dollar ebook that was straight garbage. I want to give MasterClass some flowers. Like, when they first kind of hit the scene around that era, we were just getting into the earliest stage of where we are now, where premium content, you know, Substack, BeHive. Like, now it's respected, which is amazing, and I think is great for a lot of individual writers and contributors.

• 22:38Speaker 02

  You know, it was really good company. Like, I like who they had for this class. It's addressing something I believe is real, which is like, getting an MBA in real life and AI at, you know, pennies versus taking on extreme debt and getting an MBA from a high-class university. They think that logo is going to get you financial opportunity in a way that I believe has passed us by. You know, it just feels like I want to be part of things that are historically correct or, you know, are just a little more practical and common sense. And so, yeah, I mean, they've come to me a whole bunch of times. This was the first time I was like, you know what? I can join this crew.

• 23:19Speaker 02

  I have something to say about AI marketing and production and the strategies of that. And I hope that, you know, me or Cuban or any of the other people they threw at it might get someone to stop and not take on three hundred thousand dollars in debt that's not going to be ROI positive.

• 23:35Jordi Hays?

  Yeah.

• 23:36John Coogan?

  What are you hearing from sort of like Fortune 500 CMOs, like larger company marketers around if anything they should change in the world of AI around their marketing mix?

• 23:52Speaker 02

  I'm giggling because we're going to wrap up here, and I'm actually going to take your question but try to give an extraordinary amount of value to everyone that I know listens to this epic show. It's not what they're saying, it's how they're acting, which leads me to the following sentence. Everybody who's watching, it's highly invested in big companies that spend a lot of money on marketing, your marketing department is wasting ninety-three cents of every dollar they spend.

• 24:18John Coogan?

  Okay.

• 24:19Speaker 02

  We are living in such a radical transformation of the mid funnel dominating not the upper funnel and the lower funnel.

• 24:26John Coogan?

  Sure.

• 24:27Speaker 02

  Us three right now are on mid funnel.

• 24:29John Coogan?

  Yeah.

• 24:29Speaker 02

  We are producing content.

• 24:30Jordi Hays?

  I was born in the mid funnel.

• 24:33Speaker 02

  I mean, look, I mean, this is what I'm doing, right? This is a production day.

• 24:39John Coogan?

  Yeah.

• 24:40Speaker 02

  This will be post-produced into creative that will go into mid funnel, organic social.

• 24:44John Coogan?

  Yep.

• 24:45Speaker 02

  And the things that do well will go up for brand and down for performance.

• 24:50Speaker 02

  Every brand on earth should be spending 20% of their entire marketing budget just on social media organic production. Because the mid funnel TikTokification of social has eaten up the world and we should spend no media dollars against creative that we're guessing for the big campaign. And then when I tell you every Fortune 5000 company is still doing guessing on the upper funnel, sponsorships, ridiculous shit. And in the lower funnel, 2016 A B testing, beta frameworks. When the mid funnel ate up the whole world and you guys are winning, Bruins is winning, and any personal brand and many other businesses. And so that doesn't even get into the AI of it all. That to me is tooling and infrastructure to be great at what I just said.

• 25:34Speaker 02

  Um, but Jesus, there's a lot of money being wasted by the companies representing the eyeballs that are watching the show right now and that makes me sad.

• 25:44John Coogan?

  Yeah. Makes a lot of sense.

• 25:46Jordi Hays?

  I, I, I can't stand.

• 25:48John Coogan?

  Wasted marketing spend.

• 25:51John Coogan?

  Yeah, blood, it makes my blood boil. Well, thank you so much for taking the time to come chat with us.

• 25:56Jordi Hays?

  We didn't even, we barely got to talk about live commerce.

• 25:58John Coogan?

  Yeah.

• 25:59Jordi Hays?

  But we'll get the update next time.

• 26:01Speaker 02

  Yeah, we, you need, everybody here, anybody selling to the consumer needs to understand that China's gonna do a trillion in G M V, a trillion in G M V this year in stuff sold. And TikTok shop and whatnot are doing real numbers in, in the U S. And that is clearly gonna be popping off any second with what they're gonna do, which will need YouTube to do what they're gonna do.

• 26:27Jordi Hays?

  Sorry, I know you gotta leave, but give me your 30 second outlook on TikTok post kind of acquisition, change in ownership. How's the platform changing and what's your outlook?

• 26:40Speaker 02

  There's I felt nothing. I haven't done any real homework on any like corporate structure or what is going to be the vibe.

• 26:46Jordi Hays?

  I know, but but will the new owner, will the new owners be willing to like subsidize TikTok shop is kind of what I'm getting at.

• 26:54Speaker 02

  Um, they they don't need to. It actually works on merit.

• 26:57Jordi Hays?

  Okay.

• 26:58Speaker 02

  You only need to subsidize shitty shit.

• 27:00John Coogan?

  Mm hmm.

• 27:05John Coogan?

  Ah, always a good time. Thank you so much for coming on the show.

• 27:08Jordi Hays?

  Great to see you.

• 27:09John Coogan?

  We'll talk to you soon, Gary. Goodbye. Uh, later in the show, we'll be telling you about a local man who grew a 900 pound pumpkin in his backyard and will tell you what it means for AI scaling laws. But up next, we have Humble Robotics, the founder and CEO is in the waiting room. Let's bring in Ayal Cohen to the TBP and UltraDoom. How are you doing?

• 27:31Jordi Hays?

  What's going on? Great.